Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Insurance Risk Management ,   Retirement planning ,   Creditor Protection Considerations ,   education planning ,   Investment Portfolio Management ,   insurance planning and risk management ,   emergency planning and disaster preparedness ,   Estate Planning ,   Education Planning and Funding ,   Retirement Savings and Retirement Spending Stress Testing ,   retirement income sustainability ,   Saving for College ,   Employee Benefits Reviews ,   Asset Registration and Beneficiary Designation Reviews ,   Social Security Planning ,   IRA and Small Business Retirement Plans ,   Tax Planning & Optimization